See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,607 | $133,958+46.8% | $112,228+75.2% | $134,475+46.2% |
| Participation rate | 5.0% | 78.6%-73.6pp | 75.1%-70.1pp | 81.2%-76.2pp |
| Annual return | -18.09% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $164 | $4,038-95.9% | $3,635-95.5% | $4,740-96.5% |
| Participant deferral / active EE | $1,374 | $5,291-74.0% | $4,728-70.9% | $6,400-78.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |